Planning Strategies Inc.’s Broadcom AVGO Stock Holding History

Planning Strategies Inc.’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$316K	Buy	+838	New	+$336K	0.2%	54

Other funds holding AVGO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Planning Strategies Inc.'s AVGO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Broadcom (AVGO) in Q2 2026: 838 shares worth $316K. The stake represents 0.2% of the portfolio and ranks #54 among its holdings.

1,915 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

Planning Strategies Inc. held 838 shares of Broadcom worth $316K as of Q2 2026.
Broadcom was a new Planning Strategies Inc. position in Q2 2026.
Broadcom made up 0.2% of Planning Strategies Inc.'s portfolio in Q2 2026, its #54 holding.
1,915 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.